Licensed Personal Lines Insurance Associate

CH Insurance is seeking an experienced personal lines marketing/customer service professional. The right candidate is dependable, flexible, people-oriented and enjoys working in a family environment. This position will work with many of CH Insurance’s personal lines customers. The ideal candidate will be responsible for providing superior service in a timely manner and have a passion for going above and beyond.

• Prepare applications and review for accuracy
• Rate and quote new and renewals risks using insurance carrier rating systems.
• Awareness and familiarity with insurance company underwriting guidelines and authority.
• Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc.
• Prepares summaries and proposals for new and renewal accounts.
• Process endorsements, certificates of insurance, auto , policy changes
• Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF.
• Respond to coverage questions, billing inquiries and other client requests
• Establish relationships with insurance carrier underwriters and marketing representatives.
• Maintain marketing files.

• 2 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing personal lines accounts required.
• Working knowledge of personal lines insurance products (auto, homeowners, umbrella, renters, rental/landlord property, cycle, boat, etc)
• Ability to interact with clients in person, via phone or email.
• Applied (EPIC) or similar agency management system experience required. Applied EPIC preferred.
• Technical knowledge of personal lines coverage & rating
• Knowledge of computer software packages, including Word and Excel
• Knowledge on how to issue binders, certificates, and auto identification cards
• Professional verbal and written communication skills
• Team player with a good work ethic
• Good organization skills including prioritizing time sensitive assignments and completing assignments with tight deadlines.
• Ability to be proactive and follow up with carriers, producers, clients, etc.
• Ability to multitask to work on multiple accounts with common due dates, etc.
• NYS Property / Casualty Agents/Brokers license required
• Maintain NYS Property/Casualty Agents/Brokers License through continuing education

Normal work week is Monday through Friday, 8:00am to 4:30pm. There may be times when additional time may need to be put in during busy season.

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible schedule including Hybrid
• Health insurance
• Paid time off
• Vision insurance
• Paid parking

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.